Silvercorp Metals - Jetzt geht\'s hier richtig los! (Seite 361)

[Incase]

Antwort auf Beitrag Nr.: 42.051.200 von Incase am 06.09.11 18:56:52

http://www.dataexplorers.com/products/data

hier gab es gestern noch nen knick unter 20moi´s,
heute wieder bei 24 ?

[dontoto]

Auch Jeff Clark von Casey Research empfiehlt den Einstieg bei SVM zu diesen günstigen Konditionen. Zu lesen im neuen BIG GOLD Report von September (kostenpflichtig).

Finde es eine Schande, was man mit einem "anonymen" Schreiben alles anrichten kann. Ich persönlich freue mich schon auf die kommenden Wochen und denke, dass sich einige Short Seller warm anziehen können, wenn in den nächsten Tagen weitere steigende Kurse zu verzeichnen sind...dann gibt es irgendwann eine Kerze im Chart

Ich habe den Zeitpunkt genutzt, um meinen Einstiegskurs weiter zu verbilligen...

[Incase]

http://www.dataexplorers.com/products/data

gruss

[sven641]

bin heute rein mit 2000 Stück zu 5,35 EUR

[elsolivars]

Antwort auf Beitrag Nr.: 42.050.026 von elsolivars am 06.09.11 15:57:07

vielleicht hilft dem einen oder anderen der anschließende beitrag aus seekingalpha :


http://seekingalpha.com/article/291712-these-stocks-may-doub…


und hier der text :



These Stocks May Double After Bernanke's Bedlam, Jeremy Siegel's Forecast
4 comments | September 6, 2011 | includes: AAV, AXU, F, MDT, SVM, T, USB, WFC, XLF


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Gold rips through the $1,900 level like a knife through a paper ceiling. Demand for oil is floundering and is the latest excuse for a sharp drop in oil prices (coincidentally right after the Labor Day weekend in the U.S.) hitting $83-a-barrel.

Stocks plunge in Italy and Italian bonds dropped for an 11th day. As this week unfolds the cost of government and bank default insurance in Europe rose to record levels on concern debt crisis will worsen.

“Sovereign risk-related events remain the main market drivers,” Markus Ernst, a strategist at UniCredit SpA in Munich, wrote in a note that was posted on Bloomberg's web site. "The negative is unlikely to change for the better in Europe.”

The Euro STOXX 50 Price index was down over 5% on Monday, and the one year chart looks atrocious.

One-Year Chart for EURO STOXX 50 Price EUR (SX5E:<a href='http://seekingalpha.com/symbol/ind' title='ING GROEP N V'>IND</a>

And between and September 21st, the Federal Reserve Open Market Committee (FOMC) will be preparing their next move while remaining very inconspicuous till the 21st.

My sense is that Dr. Bernanke and his "team" are hoping that all hell will break loose on the headlines of the financial news media in the U.S. This will set the stage for the next drastic "intervention" that will most likely be timed to "save the day".

I refer to this as "Bernanke's Bedlam". Bedlam is defined in The American Heritage Dictionary as "a place of noisy uproar and confusion".

That, according to all the sources I monitor, is what Wall Street and the "purveyors of financial headlines" seem to be creating at the present moment with the "European financial fiasco" as their main focus.

As an ominous portent of things to come (small cap stocks falling first and hardest), let's look at a 6 month chart of the iShares Russell 2000 ETF (IWM) along with the 50-day and 200-day moving average lines which experienced a "death cross" in late August.
Chart foriShares Russell 2000 Index (<a href='http://seekingalpha.com/symbol/iwm' title='iShares Russell 2000 Index ETF'>IWM</a>

The low of the Russell 2000 index (hit recently on August 22nd) looks like it's about to be retested, and it's likely to happen within the next 3 weeks.

Yet in a recent interview, distinguished Wharton School professor and Wisdom Tree Senior Investment Advisor Jeremy Siegel, based on current earnings projections, said "I like stocks very much," and went on to say "Stocks are 25% to 30% below what I'd call 'fair market value' and that might be conservative in terms of earnings power and relative interest rates." You can listen to the interview here.

"Here I come to save the day", may be uttered by the Fed Chairman just in time to stave off a horrendous "death plunge" in the stock market averages in the U.S. and Europe.

The "wee people" (aka the small investor), as they say in Ireland will shout back "hurry and pull out all the stops to save the economy!" A massive bailout is imminent. When the next version of some sort of "QE3" is announced the levels of investor panic and deep losses in consumer confidence will border on the hysterical. Then the universal S.O.R. (sigh of relief) will be heard around the world and stocks will soar upward like fireworks on a dark summer's eve.

"Two things are infinite...", said Albert Einstein, "..The universe and human stupidity; and I'm not sure about the universe."

My feeling is that the Federal Reserve and the Federal politicians in the U.S. and Europe are counting on the same kind of human stupidity to inflate our economies back up to their comfort zone and to have "free reign" to inflate monetary policies.

As I'm writing, I'm looking at a list of stocks almost as long as my arm that will likely be tanking in the next few weeks only to snap back sharply (like a large rubber band that has been pulled to the extreme).

Three examples of stocks that could double off these lows in the months ahead, especially if their share prices test recent lows, are:

Alexco Resources (AXU), a Canadian company which primarily explores for and produces silver, lead, zinc and gold ores, primarily in the Yukon Territory. The company also provides consulting and project management services in respect of environmental permitting and compliance, and site remediation and reclamation in Americas, primarily in Canada and the United States. AXU delivered impressive silver production numbers last month, and they excellent "discovery potential" in the months ahead. By the next "mania phase" of silver and gold, this company could have a chart that looked like Silver Wheaton's (SLW) between the spring of 2009 and December 2010. Study their impressive web site (where they call themselves"Canada's Only Primary Silver Producer") here.

Advantage Oil & Gas (AAV), a Calgary, Alberta based company that engages in the acquisition, exploration, development, and production of oil and gas in the provinces of Alberta and Saskatchewan, Canada. It primarily focuses on exploiting and developing the Glacier property covering approximately 77.75 net sections of land located in Alberta. The company produces and sells crude oil, natural gas liquids, and natural gas primarily through marketing companies. This is a more risky investment, but as of their most recent quarter they declared a "book value" of $7.82 per share. If one buy these shares near the August 22nd low of around $5.15 to $5.20 that would mean the book-to-price ratio would be well below 1 (approximately a .66 ratio). According to an inference in "The Wall Street Transcript" which has published its 2011 Global Energy Review, companies like AAV with properties like the Glacier in Canada to produce on and selling well below book value could easily be consider takeover targets. See what AAV as a company says about themselves and recent developments here. With some unexpected good news or even rumors of being on an acquisition target list, this is a company whose shares could double over the year ahead.

Silvercorp Metals (SVM), a "buy the rumor" story, and one that has opened the way for a very cheap entry price. As reported last Friday in the Wall Street Journal:

Silvercorp Metals Inc., a silver miner active in China, moved quickly Friday to deny allegations of accounting fraud against the company contained in an anonymous letter. The Vancouver-based company, which said it is China's largest primary silver producer, received a copy of an anonymous letter sent to the Ontario Securities Commission and others alleging a "potential $1.3 billion accounting fraud.Silvercorp said the allegations contained in the letter—including that the company misstated its profit for calendar 2010 and overstated its financial position and the grade of its deposits—are all false. Other companies active in China have been targeted...

Silvercorp immediately responded with a press release which clearly stated that there was some massive short-selling manipulation behind the allegation. The release stated that the company

...announces that there has been a dramatic increase in the short position of its shares over the past two months which is now approximately 23 million shares [source: here], or 13% of the total outstanding shares.

Read the whole press release for yourself, but if these allegations don't "hold water" there is a significant chance that a "short-covering squeeze" could at some point drive share prices of SVM dramatically higher.

Silvercorp is engaged in the acquisition, exploration, development and mining of high-grade silver-related mineral properties in China and Canada. Silvercorp is the largest primary silver producer in China through the operation of the four silver-lead-zinc mines at the Ying Mining Camp in the Henan Province of China.

The company is developing its GC silver- lead-zinc mine in the Guangdong Province and recently acquired the BYP gold-lead-zinc mine in Hunan province. In Canada, Silvercorp is preparing to apply for a Small Mine Permit for the Silvertip high grade silver-lead-zinc mine project in northern British Columbia to provide a further platform for growth and geographic diversification.

SVM pays a dividend which based on the most recent share price is over 1%. Again, IF the allegations prove to be false and a massive short squeeze occurs along with the price of silver staying above $40 an ounce, the stock price's upside potential may be exponential.
Each of us must weigh the pros and cons, but the risk-reward potential here appears to be enormous. Do your due diligence by careful evaluation of the content on the company's web site here.

By the time the FOMC and Dr. Bernanke reveal their emergency plans on September 21st, some large cap companies like AT&T (T) - which has over $8 billion in levered free cash flow and pays a 6% dividend - and Medtronics (MDT) - which happens to be one of the most successful manufactures and sellers of device-based medical therapies worldwide - could also become extremely undervalued.

If the share price of MDT falls to or below $31 a share, it would be selling at less than 9 times next year's earnings and have a dividend yield of over 3%. That's a heck of lot better yield than a 10-year Treasury (currently yielding below 2%).

MDT has many medical device segments that generate billions in revenue and a profit margin of over 19%. They're involved in a "post-approval study" of Endurant AAA Stent Graft System for the treatment of abdominal aortic aneurysms (AAA). It's an example of the rich product pipeline this company has going for it (see here).

Companies like T and MDT won't be doubling in price anytime soon, but a 30 to 40% price gain from their recent or soon-to-be-attained lows is a distinct possibility.

Other large cap stocks with some huge upside potential are Ford (F) and some of the better managed, better capitalized bank stocks like Wells Fargo (WFC) and US Bancorp (USB).

In case you want to take a "flyer" at an really undervalued sector, try the Financial Select Sector ETF (XLF) which is nearing its 52-week low and, by some analysts estimates, could rise over 50% if the FOMC saves the day and "buys away!"

If Dr. Bernanke doesn't "balk" during the current bedlam and Dr. Siegel is correct about the stock market becoming "cheap" and ready to become even cheaper, we may look back a few months from now at these companies/sectors at these prices and wish we could have taken advantage of a rare, very lucrative opportunity.

Disclosure: I am long AXU, AAV, SVM. I may initiate a long position in the following over the next 72 hours in MDT, T, F and XLF



elsolivars

[elsolivars]

Antwort auf Beitrag Nr.: 42.048.601 von local hero 3 am 06.09.11 11:52:49

dann denk aber nicht zu lang, sonst ist der ICE schon abgefahren.

[local hero 3]

Nach meiner Meinung handelt es sich bei der anonymen "Anzeige" mehr um einen Börsenbetrug. Die short-seller Zahlen der jüngeren Vergangenheit haben einen deutlichen Anstieg verzeichnet, so dass man davon ausgehen kann, dass ein paar dieser Jungs hier Profite auf Kosten der seriösen Anleger machen und dann schnell aussteigen.

Ich denke über einen Neueinstieg nach....

[elsolivars]

Antwort auf Beitrag Nr.: 42.046.868 von elsolivars am 06.09.11 00:10:02

und noch einen von motley-fools :



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September 01, 2011 – Comments (82) | RELATED TICKERS: SVM , AG , SLW


Silvercorp – Silvercorp has and continued to remain one of my core holdings to hold throughout the cycle and it is currently priced to perfection. It has been a serial outperformer, making it hard to recommend despite my conviction in this company, patience has finally paid off, at least for those who have yet to gain exposure to Silvercorp (if it fits ones investment profile). While Silvercorp continues to fire on all cyclinder it has suffered from “the baby being thrown out with the bathwater”, falling prey to a weak equity market augmented by the Sino-Forest Debacle (which caused some investors to avoid Chinese stocks), knocking the price down below $8 just days ago. Silvercorp has been able to take advantage of this via repurchasing 10m shares in the open market at what views as bargain basement prices. As of the second week of July, Silvercorp has completed just over 20% of this buyback with more likely to have already taken place in the $8’s. This will allow Silvercorp to re-issue these shares when they start to trade closer to fair value, a strong sign in the mining industry (rare to see this unlike mainstream US stocks who do it for the press release).

Silvercorp has been one of the best stories among primary silver producers, mainly due to the strong management team who have a very keen eye for high quality properties with plenty of exploration upside which they have illustrated over the years. I consider Silvercorp one of the best explorers among current producers with expectations that the 2 recently acquired companies, including the XBG project, will add material long term growth to what is already an excellent production growth profile.

Management is and always will be the most important attribute in any great company but doesn’t always equate to a good investment. In this case you have both given the unwarranted slide from $16/share to approximately $8.50 as this is written. While those who criticize Silvercorp for the “just 70%” of revenue derived from silver, one needs to also take into account its negative cash costs which are estimated to be approximately -$6.20 for the FY 2012 (which began a few months ago). Silvercorp also happens to be one of the best ways to play China as its flagship operations include the the Ying mining district in Henan province, which is comprised of four mines and set to produce 5.6m oz silver in 2012 and 4k oz gold. Other growth assets include the GC project and BYP, the latter which has substantial exploration upside. Complementing its China operations include the advanced stage silvertip project in B.C

The XBG project is located on the same regional mineralization belt as the Ying mining camp, which also happens to be one of the most lucrative in China. To date, exploration has identified 12 primary silver veins (with gold, lead and zinc bi-product) and 3 gold veins. With several of these veins having similar mineralization relative to Ying, the prospects of XBG being a medium-large growth driver in the future look bright. With one of the strongest balance sheets among primary silver producers relative to capitalization, Silvercorp has the means to make further land or company acquisitions. Following the end of the share buyback program and the approximate 10.4m spent on acquisitions, Silvercorp should still in excess of 160m in cash and no debt.

I will add a DCF which yields $18+ using a 10% discount rate & $40 silver

82 Comments – Post Your Own

#1) On September 01, 2011 at 4:23 PM, SN3165 (93.02) wrote:

Speedy quick unrelated question - I know youlike the '17 new gold warrants but what about the "B" (April 2012 expiration) Currently just .10, Strike of $15. leverage approx. 13x. Obviously more risky but may be worth a small play?





sucht euch die seite raus und ihr könnt weitere rund 80 statements von anderen leuten zu diesem
posting lesen. sicherlich sehr informativ.


elsolivars

[elsolivars]

Antwort auf Beitrag Nr.: 42.042.121 von elsolivars am 05.09.11 03:51:36

noch einen zum besten weshalb svm so´ne scheiss-aktie ist :


von pinnacle-digest


Silvercorp Metals (SVM) is a Screaming Buy Because of False Rumors that SVM Commited Financial Fraud
peppermillrick's picture
Written by peppermillrick86
September 3, 2011
Categories: Commodities, Mining

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Short sellers hammered Silvercorp Metals (SVM) yesterday claiming their books were fraudulant. We know this not to be the case and thank the short sellers for giving us such a low entry price.

-------

SVM (Silvercorp Metals) is a super buy now. Short sellers are claiming the books are cooked and there is financial fraud. This spooked investors but for those in the know, these short sellers have given us a gift of a low entry price. Silvercorp Metals biggest balance sheet item is cash and that is easy to confirm in an audit. Here is a mining stock that pays a dividend, has positive cash flow and earnings and has one of the best executive teams in the business. SVM IS A SCREAMING BUY NOW BECAUSE OF SOME SHORT SELLERS WHO ARE LIEING ABOUT THE COMPANY'S POSITION. WHAT A GREAT OPPORTUNITY. WE ARE PREDICTING THIS STOCK WILL DOUBLE BY THE END OF THE YEAR. THIS IS ONLY OUR SECOND BUY IN TWO YEARS AFTER BOOKING A 66% PROFIT ON OUR FIRST TRADE OF MFN. WE LOVE SVM AND THEY ARE NOT A FRAUD OR AN SFMI. WHEN THIS STOCK MOVES UP, LOOK FOR A BIG MOVE AND SOON.

HOW DOES SILVERCORP MINE SILVER AT A NEGATIVE CASH COST?
Silvercorp’s Ying mine is one of the richest silver-lead-zinc mines in the world. In addition to silver, the mine produces a large quantity of lead and zinc as by-products (53 million pounds of lead and 13 million pounds of zinc in FY2009). In fact, just under half of the company’s revenues is made up from the sale of these by-products. Due to the low cost jurisdiction in which Silvercorp operates, the money made from the sale of its lead and zinc by-products not only covers the entire cost of mining each tonne of ore but also produces a small profit. When this profit is applied to the cost of mining silver, we arrive at a negative cash cost. Essentially, Silvercorp is paid to mine out its silver.

Bullet points or why Silvercorp Metals is even better than Minefinders now:

- $230.5 million in cash (US Dollars)

- no long-term debt

- lowest production costs among its global industry peers

- pays a dividend

- is profitable

- good management

- unique buying opportunity now because of a short seller claiming SVM has committed financial fraud. This is a bogus claim to drive down the price of the stock, so the shorts can cover their position.


mensch was laufen hier für blöde rum; kaufen aktie einer firm a die nichts anderes als ein fake sind ????


also ich kenne schon ´ne reihe leute die sehr naiv sind.......... nur so viele auf einen haufen sind
mir auch noch nicht unter gekommen.

sehe gerade die doku von flug 93; da fällt mir auf dass noch keiner von besagten leuten das argument
gebracht hat, das die allkaida hinter all dem steckt; ....... das wärs doch noch; ........ warscheinlich
würde dann eine echte investigation einsetzen um diesem spuk nicht nur ein schnelles sondern zugleich
auch ein ultimatives ende zu bereiten.
wir unterhalten uns hier über einen tatbestand vorsätzlicher art der in den usa sicher zu konsequenzen
führen würde; die frage ist nur inwieweit die instituionellen behörden interesse daran haben.
andererseits wenn nichts unternommen wird kann gegen die behörden sicher ein ermittlungsver-
fahren eingeleitet werden z.b. wg. strafvereitelung oder ähnliches.
bin kein anwalt oder strafrechtler, jedoch meinem persönlichem empfinden nach sollte und müßte
hier recht rigoros was geschehen um diesem treiben ....... auch im generellen...... einhalt zu gebieten.

na, ja, morgen wird wieder gehandelt; man wird sehen was passiert;
sollte z.b. e+y morgen kein astreines statement abgeben hinsichtlich ihrer testate kürzlicher als auch
älterer natur, würde ich diese wp in hohem bogen feuern und mich einer anderen wp zuwenden,
weil, ......... was sind testate wert wenn sie keiner bestätigt.
aber nur so meine unmaßgebliche meinung.

elsolivars

[einfachklasse]

Zitat von elsolivars: nur damit kein falscher gedanke aufkommen sollte; wie bereits zuvor erwähnt bin ich überzeugungstäter;

glaubt jemand allen ernstes dass sich ehemalige botschafter vor diesen karren zerren lassen ????
glaubt jemand ernsthaft dass hier bankauszüge von bankinstituten eingestellt werden die der unwahrheit
entsprechen ????

ich würde mir wünschen, dass morgen(heute) ein statement vom WP kommt der mal so einiges richtig
stellt, oder glaubt jemand ernsthaft dass sich E & Y seit jahren der gefahr aussetzen in regress genommen
zu werden ???

nicht zu glauben dass svm diese art vonunzen aus dem berg holt weil "too good to be true" wird doch
von anderen minen wiederlegt die noch höhere grade aktuell produzieren.

schaut euch die seite (hp) von svm und seht was alles wiederlegt wurde, und zwar glaubhaft.

googelt und ihr werdet auch von dritter seite die belege einsehen können die den wahrheitsgehalt
bestätigen, oder glaubt jemand ernsthaft dass die chinesische regierung resp. regierungsstellen
mit svm zusammen hier faked --------- doch im leben nicht.

man könnte diese liste noch um einiges an fakten erweitern, nur mir fehlt imo die lust dazu.


und was hat die gegenseite bisher an nachweisbaren ------ wohlgemerkt nachweisbaren --------
belegen eingebracht?????


nichts, niente, nada, garnichts

nur vermutungen, verdächtigungen und wildeste spekulationen bis hin zu "svm machts selbst um den
laden zu übernehmen" und "die chinesische regierung will sich das silber holen, weil....."


aber daran kann man erkennen zu was der mensch in seinen gedanken fähig ist.


soviel bullshit (überwiegend in amerikanischen boards) wie in den letzten tagen habe ich selten
lesen können.


weiterhin viel spaß

elsolivars

Thats it. Mehr muss man nicht sagen. Guter Post!